The Opportunity in Semi-Conductors

How we navigate the Technology sector, identifying companies with durable, growing earnings and avoiding the lofty valuations of "story stocks"

Why are Financials attractive now? Financials are the cheapest sector in the market, yet have the strongest balance sheets in their history, growing market dominance, record net income and an improving regulatory environment.

Market forecasters have a terrible record of predicting the future. Investors influenced by them may be sabotaging their returns.